How do I add solicitor's details to an offer?

You can link to a solicitor you have previously used or you can create a new solicitor.

  1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
  2. Click the 'Select Solicitor' link for the vendor's or purchaser's solicitor
  3. Find the solicitor you want to link to and click on their name to create the link
  4. If you can't find the one you want, click 'add solicitor'

More help: Sales